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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,421 | $177,595-22.6% | $148,496-7.5% | $198,609-30.8% |
| Participation rate | 27.8% | 79.3%-51.5pp | 76.0%-48.3pp | 82.4%-54.6pp |
| Annual return | 17.29% | 9.97%+7.3pp | 12.33%+5.0pp | 202.70%-185.4pp |
| Employer contribution / active EE | $640 | $4,098-84.4% | $3,497-81.7% | $5,055-87.3% |
| Participant deferral / active EE | $11,569 | $5,539+108.9% | $4,808+140.6% | $6,977+65.8% |
| Admin fee / account holder | $29,309 | $27,010+8.5% | $19,547+49.9% | $19,030+54.0% |